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Financial Services Branch Leader

2 months ago

Kimberley, Northern Cape, South Africa MMI Holdings Ltd Full time

Position: Financial Services Branch Leader

Type: Permanent

Company Overview: MMI Holdings Ltd, a prominent player in the financial services sector, is committed to delivering accessible financial solutions that foster economic growth and stability across the continent.

Location: Kimberley, Northern Cape, South Africa

Role Overview: This position involves overseeing and inspiring a team of Financial Advisors to enhance client satisfaction and meet sales objectives within the MMI Holdings framework.

Qualifications:

  • Matric or NQF Level 4 qualification
  • FAIS Representative Regulatory Exam Level 5 passed
  • 120 credit FAIS recognized qualification

Experience:

  • 3-5 years in the insurance sector
  • At least 2 years in a managerial role within financial advisory
  • Preferred knowledge in Class of Business 3 and 7

Skills and Knowledge:

  • Relationship management
  • Networking abilities
  • Effective communication skills
  • Proficiency in computer applications
  • Understanding of the financial services landscape
  • People management expertise

Additional Requirements: Valid driver's license and personal vehicle

Key Responsibilities:

  • Operational Management:
    • Lead a team of Financial Advisors
    • Formulate strategies to meet sales targets
    • Ensure compliance with operational guidelines and policies
    • Execute action plans to enhance sales and team performance
    • Work with Quality Assurance to boost team productivity
    • Evaluate and improve team performance
    • Identify and implement operational efficiencies
  • Client Engagement:
    • Guarantee clients receive suitable advice and after-sales support
    • Address client inquiries and service requests
    • Provide expert guidance and recommendations to clients
    • Enhance client service within the role
  • Team Leadership:
    • Foster a positive workplace culture
    • Set a strong example for the team
    • Recruit talent aligned with company values
    • Promote ongoing learning and professional development
  • Financial Oversight:
    • Contribute to budget planning
    • Ensure adherence to financial regulations
    • Implement risk management strategies
    • Investigate compliance issues

Core Competencies:

  • Business insight
  • Commitment to client satisfaction
  • Results-oriented mindset
  • Ability to drive change and innovation
  • Inspiring and motivating leadership
  • Influence and impact
  • Collaborative approach
  • Self-awareness and reflection